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Performance Report Specialist
2 weeks ago
The Client Reporting Team is responsible for supporting the firm's investment practice by producing monthly and quarterly performance reports.
Our team offers three performance report products: total portfolio, hedge funds, and private investments, publishing approximately 17,000 reports annually.
CA's investment teams utilize these reports as a tool to analyze asset allocations and total performance returns of various investment managers and provide information on the investment strategy applied by each fund.
The reports also assist our clients in making informed decisions about their portfolio structures.
As a member of the Client Reporting Team, you will be responsible for all aspects of performance report production, including data input, exhibit generation, quality control, and client portfolio administration.
Position is operations-focused and includes back-to-middle-office responsibilities to support CA's multiple services.
This role provides a great entry into the financial services industry and offers numerous opportunities to develop professional skills in a fast-paced and dynamic work environment.
